APW
RSPH icon

Aurora Private Wealth’s Invesco S&P 500 Equal Weight Health Care ETF RSPH Stock Holding History

Aurora Private Wealth’s Portfolio RSPH Stock Details RSPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-84,370
Closed -$2.12M – 170
2022
Q3 		$2.12M Buy
84,370
+6,060
+8% +$166K 0.98% 17
2022
Q2 		$2.1M Buy
78,310
+3,820
+5% +$108K 0.95% 17
2022
Q1 		$2.28M Buy
74,490
+7,540
+11% +$226K 0.94% 19
2021
Q4 		$2.15M Buy
66,950
+3,920
+6% +$119K 0.93% 20
2021
Q3 		$1.88M Buy
63,030
+2,890
+5% +$89K 0.76% 23
2021
Q2 		$1.76M Buy
60,140
+5,800
+11% +$164K 0.71% 28
2021
Q1 		$1.46M Sell
54,340
-1,070
-2% -$28.5K 0.6% 26
2020
Q4 		$1.45M Buy
55,410
+3,620
+7% +$90.1K 0.61% 26
2020
Q3 		$1.22M Sell
51,790
-570
-1% -$13.4K 0.52% 33
2020
Q2 		$1.16M Sell
52,360
-41,840
-44% -$896K 0.54% 31
2020
Q1 		$1.78M Buy
94,200
+46,080
+96% +$976K 0.63% 32
2019
Q4 		$1.07M Buy
+48,120
New +$1M 0.38% 48

Other funds holding RSPH

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return

Aurora Private Wealth's RSPH Position: Q4 2022 in Review

Aurora Private Wealth sold out of Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q4 2022, closing a stake of 84,370 shares — an estimated $2.12M sold.

Aurora Private Wealth first reported a position in RSPH in Q4 2019 and held it in 12 quarters. The position peaked at $2.28M in Q1 2022. 189 funds tracked by Wall St. Rank hold RSPH as of Q4 2022.

  • Aurora Private Wealth reported no remaining Invesco S&P 500 Equal Weight Health Care ETF position as of Q4 2022 after selling out during the quarter.
  • Aurora Private Wealth sold 84,370 Invesco S&P 500 Equal Weight Health Care ETF shares in Q4 2022, an estimated $2.12M.
  • Aurora Private Wealth first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q4 2019 and held it in 12 quarters.
  • Aurora Private Wealth's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $2.28M in Q1 2022.
  • 189 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q4 2022.

Based on Aurora Private Wealth's 13F filing for Q4 2022, filed 13 Jan 2023.